Rise Operating Model Refresh

An Operating Model Refresh to Simplify Collaboration and Improve Delivery Flow

Clarify ownership, clean up overlapping responsibilities, and restore predictable cross-functional execution across two or more business areas — even as automation and AI accelerate delivery cycles.

The Results You’ll See

Clear ownership & accountability

→ Less escalation. Less confusion. Fewer repeated conversations. Fewer unnecessary meetings! Teams know exactly who leads, who supports, how decisions are made, what success looks like.

Cleaner, more efficient & consistent ways of working

→ Faster decisions. Transparency. Happier teams. No more duplicated projects, conflicting priorities, or misconfigured tools. Workflows, handoffs, processes, and tooling become aligned across the overlapping functions.

More predictable planning and execution

→ Fewer last-minute shifts and more confidence in delivery. Requests are standardised, communication flows improve, and teams gain a shared operating rhythm.

Who This Is For

If you’re a CEO, COO, CHRO or Senior Leader responsible for cross-functional performance, here’s how to know whether this programme is the right fit for your organisation.

This is a strong fit if:

  • Two or more teams stepping on each other’s toes

  • Unclear decision ownership or repeated escalations

  • Parallel planning or duplicated work

  • Tools and workflows configured differently across teams

Not a fit if:

  • You’re <40 people with intentionally fluid roles

  • You want a full-scale enterprise transformation programme

If you’re not the budget holder:
You can frame this as:

  • Reducing friction and operational noise

  • Improving planning reliability without increasing headcount

  • Creating clearer ownership across teams

Use Case: Commercial vs Marketing Overlap

When a centralised marketing function overlaps with regional commercial teams (P&L ownership), friction often emerges around:

  • user acquisition vs brand governance,

  • data ownership and interpretation,

  • GTM and pricing decisions.

These overlaps create:

  • duplicated work,

  • conflicting priorities,

  • inconsistent execution.

AI and automation-enabled tools can increase workload velocity, but without clarified ownership and aligned workflows, they amplify existing friction rather than reducing it.

Using the Rise Operating Model Refresh, the organisation aligns ownership, creates a clear global-to-local decision model, unified data definitions, and streamlines UA and GTM workflows so both manual and AI-driven execution flows predictably.

Use Case: Cross-Operational

Several stakeholders and operational teams (marketing ops, CRM, QA, coordinators, creative) were working in silos with separate workflows and Jira setups, leading to duplicated work, manual checks, unclear ownership, and slow, inconsistent delivery.

Using the Rise approach, we mapped the end-to-end flow, uncovered redundancies and overlapping responsibilities, and identified major automation opportunities, including where AI-enabled tools could accelerate parts of the workflow once ownership and pathways were clarified.

Impact:

  • 40% faster campaign delivery

  • 80% of coordinator workload automated

  • Manual checks removed

  • Automated briefing process

  • Unified workflows, shared tooling

Outcome:
Faster time-to-market, clearer ownership, lighter workloads, significantly reduced cross-team friction and a foundation for AI/automation that improves execution reliably rather than amplifying noise.

Use Case: AI-Accelerated Workflows

As automation and AI speed up execution, unclear ownership and handoffs between teams show up faster and create more expensive bottlenecks.

Examples:

  • Automated workflows trigger work, but two teams assume responsibility for the same task

  • AI-driven priorities conflict because ownership and escalation paths aren’t defined

  • Auto-routing increases volume, but approvals and handoffs lack clear accountability

  • AI-enabled scheduling pushes tasks into queues faster than teams can coordinate approvals or resource allocation.

Rise clarifies ownership, interfaces, and decision pathways so automation and AI scale without escalating overlap, delays, or rework.

How Rise Works

Phase 1 — Understand

Interviews, workflow mapping, decision path review, tooling assessment.
Output: factual view of friction points.

Phase 2 — Simplify

Clarified responsibilities, redesigned collaboration points, refined planning flows, tool alignment.
Output: a cleaner, more predictable way of working.

Phase 3 — Implement

Introduce the new model, support adoption, refine based on real usage.
Output: the model works in practice — not just on paper.

What You Get

You’ll receive practical artefacts your teams can use immediately:

  • Decision & ownership map

  • Cross-functional workflow & handoff map

  • Standardised request/briefing templates

  • Shared planning & prioritisation cadence

  • Tooling recommendations

  • Implementation support during early adoption

Why Work With Me

Objective and independent
I bring no internal biases, assumptions, or history. This allows me to surface issues teams often can’t see — or don’t feel comfortable raising.

Cross-functional expertise
My background spans operational design, planning, tooling, CRM/automation, BI alignment, project management and strategy-to-execution workflows. I understand how functions depend on one another and where friction tends to form.

Deep operational insight
I don’t rely on generic frameworks. I understand how decisions, processes, tooling, and data flows actually work inside growing organisations — and how to make them simpler and more effective.

Practical, lightweight implementation
No heavy transformation programme. No disruption. Just clear, actionable changes that teams can adopt quickly and sustain long-term.

Built to scale
We begin with the areas where friction is most visible, and once validated, the operating model can expand across the wider organisation without re-starting from scratch.

Next Steps

  1. Initial conversation — goals, context, fit

  2. Proposal review — scope, outcomes, timeline

  3. Approval — short engagement agreement

  4. Kickoff (30–45 mins)

  5. Start of Phase 1 — diagnostic begins

Explore Whether Rise Is a Fit

A short introductory call is the simplest way to assess your context, the friction you’re seeing across teams, and whether Rise is the right mechanism to improve cross-functional execution.